POS FrontEnd: Difference between revisions

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(Created page with " 1.Double click on the shortcut icon of the AutoCount POS 5.0 on your Desktop.<br/> File:FT01.png<br/><br/> 2.A Welcome and configuration wizard will prompt. Click <span...")
 
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1.Double click on the shortcut icon of the AutoCount POS 5.0 on your Desktop.<br/> [[File:FT01POSLogo.png]]<br/><br/>
2.A Welcome and configuration wizard will prompt. Click <span style=color:red><i>Next</i></span> to proceed.<br/> [[File:FT01CONFF1.png]]<br/><br/>
3.Select the desired database option. Click <span style=color:red><i>Next</i></span> to proceed.<br/> [[File:FT01CONFF2.png]]<br/><br/>
<b>Standalone Database:</b> create a new database (empty); choose this option if both frontend and backend is installed in same machine;
<b>Attach Existing Database:</b> link to an existing account book either stored in this machine or other machine in a network / internet.<br/>
<b>(In this helpfile, we will choose Standalone Database)</b><br/><br/>
4.As Frontend and Backend having a different database in Autocount POS 5, therefore although we have created a company in Backend, we still have to create a new company for frontend as well.<br/> [[File:FT01CONFF3.png]]<br/><br/>
<b>1. Basic Information</b>
<b>New Company Name:</b> key in the company name for the new account book (database).
<b>Database Name:</b> by default, the system will assign a initial name "AED_" followed by the first word of the company name. You may change the assigned database name as you wish.
<b>Database Folder:</b> the default database folder path is "C:/AutoCount Data". You may change the drive but it's advisable to keep the folder name 'AutoCount Data'.<br/>
<b>2. Database Server Location</b>
<b>Server Name:</b> key in the PC name of the server, or click on Get Available Server to select the server name (e.g. POS-PC\A2006). You may also choose or key in the server name of your local machine, e.g. (local)\A2006.
<b>Use Default SA Account and Password:</b> this is to use the default setting set by AutoCount so that you don't have to create/remember the password. By default, this option is selected, and it is recommended to keep it.
<b>Use the Following User Name and Password:</b> this option is meant for advanced users that do not want to use the defaulted SA Account and Password.
<b>Test Connection:</b> click on this to test the connection with SQL Server. Message will be prompted should the connection is successful / failed.<br/>
<b>3. Predefined Country Banknote and Coin Series (For Close Counter Use) </b>
Choose your country transaction currency.<br/>
<b>(For this Help File, our company name will be POS 5 Sdn Bhd (FE) where FE means Frontend; and our Predefined Country Banknote and Coin Series will be Malaysia.)</b><br/><br/>
5. Click <span style=color:red><i>Finish</i></span> on this screen to complete the configuration for Frontend.<br/> [[File:CONFF4.png]]<br/><br/>
6.Click <span style=color:red><i>OK</i></span> for on this screen.<br/> [[File:CONFF5.png]]<br/><br/>
7.Click <span style=color:red><i>OK</i></span> for this screen.<br/> [[File:CONFF6.png]]<br/><br/>
8.Click <span style=color:red><i>OK</i></span> for this screen and perform first sync.<br/> [[File:CONFF7.png]]<br/><br/>
9.Next screen is wizard for us to create a POS Sync. Click on <span style=color:red><i>Sync Configuration</i></span> to create sync profile.<br/> [[File:CONFF8.png]]<br/><br/>
10.POS Terminal Wizard prompts. Click <span style=color:red><i>Next</i></span> to continue; or click <span style=color:red><i>‘How to Setup POS Sync’</i></span> for the guide on how to set up Sync Profile; or you may also refer to <span style=color:red><i>AutoCount POS Sync Monitor</i></span>.<br/> [[File:CONFF9.png|1200px]]<br/><br/>
11.Fill in the Server IP Address and Sync Service Port that been jotted down during the POS Sync Profile setup, and click <span style=color:red><i>Next</i></span>. You may also refer to step 9 of <span style=color:red><i>POS Sync Monitor</i></span> help file.<br/> [[File:CONFF10.jpg]]<br/><br/>
12.Select the Terminal to be synced, click <span style=color:red><i>Next</i></span> and <span style=color:red><i>Finish</i></span>.<br/> [[File:CONFF11.jpg]]<br/><br/>
 
{{NavigateForUser}}
Database Name: by default, the system will assign a initial name "AED_" followed by the first word of the company name. You may change the assigned database name as you wish.
 
Database Folder: the default database folder path is "C:/AutoCount Data". You may change the drive but it's advisable to keep the folder name 'AutoCount Data'.
2. Database Server Location
Server Name: key in the PC name of the server, or click on Get Available Server to select the server name (e.g. POS-PC\A2006). You may also choose or key in the server name of your local machine, e.g. (local)\A2006.
 
Use Default SA Account and Password: this is to use the default setting set by AutoCount so that you don't have to create/remember the password. By default, this option is selected, and it is recommended to keep it.
 
Use the Following User Name and Password: this option is meant for advanced users that do not want to use the defaulted SA Account and Password.
 
Test Connection: click on this to test the connection with SQL Server. Message will be prompted should the connection is successful / failed.
 
3. Predefined Country Banknote and Coin Series (For Close Counter Use)
Choose your country transaction currency.
 
(For this Help File, our company name will be POS 5 Sdn Bhd (FE) where FE means Frontend; and our Predefined Country Banknote and Coin Series will be Malaysia.)
5. Click Finish on this screen to complete the configuration for Frontend.
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